BRIANNA MASON
Streamwood
Summary
Banking professional with expertise in consumer lending and business account operations with 6+ years of experience. Strong focus on Consumer and Business account onboarding, relationship management, commercial lending support, compliance, risk management and financial needs assessment. Proven ability of building lasting client relationships in high-volume environments, ensuring accuracy and efficiency in loan processing, account servicing and problem resolution while supporting client's and business growth.
Overview
7
7
years of professional experience
Work History
Senior Personal Banker III
Fifth Third Bank
Elgin
01.2025 - Current
- Assist consumers and businesses with account opening, servicing, loan applications, and product recommendations while maintaining compliance awareness.
- Serve as the regional resource for West Chicago hub (6 locations) as second hub review for business account documentation, ensuring accuracy and compliance with bank policies.
- Review and verify business formation documents, ownership structures, and compliance requirements for new and existing business relationships.
- Conduct financial needs assessment for consumers and business clients to uncover needs and recommend account selection, lending, investments, and/or partner referrals.
- Knowledge of full range of business types, including LLCs, corporations, partnerships, nonprofits and sole proprietorships.
- Review and prepare loan application documents for underwriting approval.
- Visit local businesses to build relationships, generate new business opportunities and maintain existing relationships.
- Host workplace banking events at local businesses to drive consumer business amongst their employees.
- Partner with external teams to find solutions for business clients, such as treasury management, Worldpay, Paycor, etc.
- Partner with internal teams to resolve documentation issues and support timely loan processing.
Senior Banker II
U.S. Bank
Buffalo Grove
09.2023 - 12.2024
- Assisted customers with personal loan and credit product applications.
- Ensured accurate collection of statements and documentation for account opening and loan applications.
- Opened new accounts using KYC/CIP procedures to verify identity and prevent fraudulent onboarding.
- Explained loan terms, disclosures, and repayment expectations in a clear and compliant manner.
- Partnered with internal teams to resolve documentation issues and support timely loan processing.
Banker/Loan Specialist I
KCT Credit Union
Geneva
08.2019 - 09.2023
- Supported members through personal loan and credit product applications.
- Accurate data entry and documentation in XP2.
- Reviewed credit reports, income data, and account history to support lending decisions.
- Reviewed liabilities and made lending decisions based on guidelines.
- Explained loan terms, disclosures, and repayment expectations to customers.
- Completed DMV paperwork for car loan title switching.
- Conducted full credit reviews to assist members with debt consolidation and budgeting.
- Partnered with internal teams to resolve documentation issues and support timely loan processing.
Education
Associate of Business -
Rasmussen University
12-2026
High School Diploma -
South Elgin High School
Skills
- Business Development
- Business Account Opening
- Business Account Compliance Review
- Commercial client relations
- Income & Identity Verification (CIP/KYC)
- Client Relationship Management
- Risk-Based Decisioning
- Cross-Functional Collaboration
- Account Servicing & Problem Resolution
Timeline
Senior Personal Banker III
Fifth Third Bank
01.2025 - Current
Senior Banker II
U.S. Bank
09.2023 - 12.2024
Banker/Loan Specialist I
KCT Credit Union
08.2019 - 09.2023
Associate of Business -
Rasmussen University
High School Diploma -
South Elgin High School